NVWM, LLC More: the full row for NVWM, LLC 12,018 $1.34M 0.29% new 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 11,921 $1.33M <0.01% -26,156 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 11,836 $1.32M 0.53% -26 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 11,000 $1.23M 0.16% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,870 $1.22M 0.01% +10,823 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 10,560 $1.18M 0.09% -4,328 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,358 $1.16M 0.15% new 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 10,270 $1.15M 0.96% 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 10,020 $1.12M 0.03% +1,260 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,784 $1.09M <0.01% -239 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,715 $1.09M <0.01% +3,143 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 8,995 $1.01M 0.19% -640 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 8,961 $1M 0.21% +4,667 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 8,360 $935K <0.01% -4,724 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 8,205 $918K 0.03% 0 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 8,136 $910K 0.36% -9,775 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 8,034 $899K <0.01% +1,034 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,796 $872K 0.01% +4,542 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,789 $872K <0.01% +4,561 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,784 $871K <0.01% +3,643 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,780 $869K <0.01% +614 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,516 $841K 0.04% +1,637 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 7,385 $826K <0.01% +2,625 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 7,339 $821K 0.09% +973 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 7,281 $815K 0.03% new 13F-HR Timeline OGBORNE CAPITAL MANAGEMENT, LLC More: the full row for OGBORNE CAPITAL MANAGEMENT, LLC 5,000 $805K 0.27% -145,000 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,124 $797K <0.01% +438 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,119 $797K 0.01% +1,165 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,116 $796K 0.11% -512 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,042 $788K <0.01% +2,989 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,997 $783K 0.03% -658 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,826 $764K <0.01% +2,792 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 6,819 $763K 0.05% -7,346 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,593 $738K 0.01% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,576 $736K 0.01% +2,862 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,392 $715K 0.06% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,260 $700K 0.08% +558 13F-HR Timeline Madison Avenue Partners, LP More: the full row for Madison Avenue Partners, LP 6,152 $688K 0.03% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,881 $658K 0.01% -88 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,807 $650K <0.01% +271 13F-HR Timeline Group HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 5,800 $649K 0.27% -39 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,725 $641K <0.01% +737 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,677 $635K 0.58% 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 5,550 $630K 0.25% -30,750 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,595 $626K 0.02% -145 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,584 $625K <0.01% +106 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,253 $597K 0.04% +29 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,239 $586K 0.2% +3,232 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,236 $586K <0.01% -234 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5,183 $580K <0.01% -58 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,177 $579K 0.29% +72 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 5,068 $567K 0.06% -393 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,000 $560K 0.04% 0 13F-HR/A Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 5,000 $560K 0.07% -12,500 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 4,966 $556K 0.09% -28,907 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,915 $550K <0.01% -116 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,875 $546K 0.16% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,831 $541K <0.01% +3,896 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,683 $524K 0.02% -408 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 4,654 $521K <0.01% -257 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,577 $512K <0.01% -11,090 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 4,417 $494K <0.01% +98 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,339 $486K <0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,316 $483K 0.02% +7 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,300 $481K <0.01% -724 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,293 $480K 0.05% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,237 $474K <0.01% 13F-HR/A Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,196 $470K 0.01% -19,144 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 4,189 $469K 0.08% 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 4,129 $462K 0.01% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,037 $452K <0.01% +30 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,803 $448K 0.02% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,974 $445K 0.11% -223 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,962 $443K 0.04% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,951 $442K 0.02% +840 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,876 $434K 0.08% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,744 $419K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,693 $413K <0.01% -161 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,683 $412K <0.01% -409 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 3,655 $409K 0.13% -6,690 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,575 $400K 0.03% -1,958 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,500 $392K <0.01% 0 13F-HR Timeline Group Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 3,500 $392K 0.31% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,406 $381K 0.31% 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,346 $374K 0.34% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,281 $373K 0.01% -3,019 13F-HR/A Timeline Essex LLC More: the full row for Essex LLC 3,275 $366K 0.06% -12 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,210 $359K 0.04% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,122 $349K <0.01% +466 13F-HR/A Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 3,090 $346K 0.01% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 2,922 $327K 0.01% 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,905 $325K 0.05% -16,016 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,868 $321K 0.08% +487 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,811 $315K 0.11% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,801 $313K 0.08% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,780 $311K 0.06% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,754 $308K <0.01% +257 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,652 $297K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,647 $296K <0.01% -48 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,630 $294K 0.03% -60 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,630 $294K 0.01% -603 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,500 $280K 0.02% +500 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,494 $279K 0.01% +1,295 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,482 $278K <0.01% new 13F-HR Timeline Group Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,417 $270K 0.05% -6 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,399 $268K <0.01% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,310 $263K <0.01% -90 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,345 $262K <0.01% -77 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,305 $258K -3,448 Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,291 $256K 0.01% +315 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,249 $252K <0.01% -3,705 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 2,240 $251K <0.01% +8 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,180 $244K 0.1% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,149 $241K <0.01% -11,003 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,140 $239K <0.01% +167 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,115 $237K 0.03% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,096 $235K 0.1% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,057 $230K 0.02% -677 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,048 $229K <0.01% -2 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,946 $228K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,011 $225K <0.01% 0 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,000 $224K 0.04% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,858 $208K <0.01% -188 13F-HR/A Timeline Group KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 1,853 $207K 0.02% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,791 $200K <0.01% new 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,631 $183K 0.1% +483 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,628 $182K <0.01% -45,978 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,454 $163K <0.01% +1,236 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,453 $163K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,301 $146K 0.04% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,300 $145K 0.02% -5,478 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,272 $142K 0.03% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,139 $127K <0.01% -201 13F-HR Timeline Group CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 1,057 $118K 0.27% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 883 $98.9K <0.01% -2,052 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 864 $96.7K <0.01% +123 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 809 $90.5K 0.01% +280 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 780 $87.3K <0.01% -1,140 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 773 $86K <0.01% +25 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 753 $84.2K <0.01% +464 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 734 $82.1K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 688 $77K <0.01% +366 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 562 $62.9K <0.01% +110 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 548 $61.3K 0.03% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 476 $53.3K <0.01% -662 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 442 $49.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 419 $46.9K <0.01% -1,517 13F-HR Timeline Quarry LP More: the full row for Quarry LP 410 $45.9K 0.01% -162 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 397 $44.4K <0.01% +5 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 338 $37.8K <0.01% +10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 307 $34.4K <0.01% +73 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 302 $33.8K <0.01% +248 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 340 $29.8K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 195 $21.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 178 $19.9K <0.01% +70 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 166 $18.6K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 161 $18K <0.01% -244 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 148 $16.8K <0.01% +91 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 133 $14.9K <0.01% +10 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 128 $14.3K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 110 $12.3K <0.01% +33 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 91 $10.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 89 $9.96K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 82 $9.18K <0.01% -2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 78 $8.73K <0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $7.39K <0.01% +48 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 66 $7.39K 0.01% -9 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 64 $7.16K <0.01% new 13F-HR Timeline Hood River Capital Management LLC More: the full row for Hood River Capital Management LLC 55 $6.16K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 54 $6.04K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 53 $5.93K <0.01% +44 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $5.93K <0.01% -4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 51 $5.71K <0.01% -98 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 46 $5.15K <0.01% +37 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 39 $5K <0.01% 0 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 44 $4.92K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 43 $4.86K <0.01% +15 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 41 $4.59K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 37 $4.14K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 38 $4K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 35 $3.92K <0.01% 0 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 33 $3.69K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $3.58K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $3.58K <0.01% +9 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 29 $3.22K <0.01% 0 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25 $2.8K <0.01% +5 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 24 $2.64K <0.01% 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 22 $2.46K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 21 $2.35K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20 $2.24K <0.01% -42 13F-HR/A Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $2.07K <0.01% +13 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17 $1.91K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 17 $1.9K <0.01% +3 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $1.79K <0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13 $1.46K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12 $1.34K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 11 $1.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11 $1.19K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10 $1.12K <0.01% -146 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $1.12K <0.01% +4 13F-HR Timeline